Advisor at Logbook Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Logbook Financial Planning, LLC
Location
Rockport, ME
Credentials
CFP®, Series 65
Industry experience
9 years
Christopher Cortese is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Logbook Financial Planning, LLC, an independent firm based in Rockport, Maine. Cortese has a background that includes over a decade of service with the U.S. Department of State, where he also provides ad hoc management consulting in logistics, operations, and human resources. Logbook Financial Planning, LLC is a fee-only advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm offers tailored investment policies and discretionary portfolio management through its “Partnered Planning” program, alongside public educational webinars and workshops.
Based on Logbook Financial Planning, LLC
Based on Logbook Financial Planning, LLC
Fixed-fee “Core Plan” engagement pricing between $4,000-$6,000, negotiable based on complexity.
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$400 per hour for financial planning services.
Account minimum: No minimum investment account size; however, there is a minimum quarterly fee of $900. Minimum fee: Minimum fee of $900 per quarter for Partnered Planning. Fee-only: Financial planning fees offered on hourly and fixed-fee basis; Partnered Planning is fee-only.
Rockport, ME
District of Columbia · Maine · Maryland · New York · Texas · Virginia
U.S. Department of State
2018 - Present (8 years)
Logbook Financial Planning, LLC
2017 - Present (9 years)
Wealth & Health Partners, LLC
2015 - 2017 (2 years)
US Department of State
2004 - 2017 (13 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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